F8: Wearing the Trustee Hat

Have you been named trustee? Have you selected a trustee or are you in the process of choosing one now? It's important to understand what that role entails. Through real-life scenarios, this presentation will highlight the responsibilities of trustees and how they can be active participants in the decisions impacting their families.
Purpose: Learn about the role of a trustee
Facilitators: Dennis Landfried, Billie Porter (Guest Facilitators - FineMark Bank)